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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,134 | $93,124-87.0% | $77,100-84.3% | $134,545-91.0% |
| Participation rate | 65.2% | 74.5%-9.3pp | 67.9%-2.7pp | 81.2%-16.0pp |
| Annual return | -21.09% | 62.68%-83.8pp | 42.35%-63.4pp | 418.37%-439.5pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $876 | $6,970-87.4% | $5,443-83.9% | $11,431-92.3% |